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McDonald's

3,414 hedge funds and large institutions have $166B invested in McDonald's in 2025 Q1 according to their latest regulatory filings, with 230 funds opening new positions, 1,383 increasing their positions, 1,351 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 145

32% more funds holding in top 10

Funds holding in top 10: 4762 (+15)

8% more capital invested

Capital invested by funds: $153B → $166B (+$12.8B)

1.77% more ownership

Funds ownership: 72.63%74.4% (+1.8%)

10% more call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.56B

2% more repeat investments, than reductions

Existing positions increased: 1,383 | Existing positions reduced: 1,351

1% more funds holding

Funds holding: 3,3863,414 (+28)

Holders
3,414
Holders Change
+28
Holders Change %
+0.83%
% of All Funds
45.77%
Holding in Top 10
62
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+31.91%
% of All Funds
0.83%
New
230
Increased
1,383
Reduced
1,351
Closed
145
Calls
$2.81B
Puts
$2.56B
Net Calls
+$250M
Net Calls Change
+$425M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$122M -$317K -1,060 -0.3%
CI
127
Cincinnati Insurance
Ohio
$122M
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$118M -$3.59M -11,993 -3%
SAM
129
Storebrand Asset Management
Norway
$118M -$16.4M -54,938 -13%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$117M -$109M -363,848 -49%
RFC
131
Regions Financial Corp
Alabama
$116M +$5.56M +18,602 +5%
CIM
132
CCLA Investment Management
United Kingdom
$116M -$15M -50,004 -12%
Creative Planning
133
Creative Planning
Kansas
$115M +$3.48M +11,650 +3%
MIP
134
Mondrian Investment Partners
United Kingdom
$113M -$13.4M -44,758 -11%
CLOS
135
Compagnie Lombard Odier SCmA
Switzerland
$111M +$10.4M +34,614 +11%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$111M +$398K +1,331 +0.4%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$111M +$10.6M +35,359 +11%
CA
138
Commerzbank Aktiengesellschaft
Germany
$110M +$1.65M +5,518 +2%
SMDAM
139
Sumitomo Mitsui DS Asset Management
Japan
$108M +$5.5M +18,393 +6%
William Blair & Company
140
William Blair & Company
Illinois
$107M -$803K -2,684 -0.8%
Gates Foundation Trust
141
Gates Foundation Trust
Washington
$105M
M&T Bank
142
M&T Bank
New York
$104M -$6.54M -21,874 -6%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$103M +$1.32M +4,400 +1%
ZIM
144
Zacks Investment Management
Illinois
$103M +$1.54M +5,142 +2%
JIC
145
Johnson Investment Counsel
Ohio
$100M +$1.25M +4,179 +1%
RG
146
Rathbones Group
United Kingdom
$99.9M -$46.5M -155,303 -33%
GT
147
Glenmede Trust
Pennsylvania
$99.9M -$45.8K -153 -0%
TWC
148
TD Waterhouse Canada
Ontario, Canada
$98.4M -$10.6M -35,487 -10%
Lord, Abbett & Co
149
Lord, Abbett & Co
New Jersey
$98.2M +$10.2M +34,149 +12%
ZIG
150
Zurich Insurance Group
Switzerland
$98.1M +$93.9M +314,013 New

MCD Hedge Fund Activity: Q1 2025 in Review

3,414 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2025, worth a combined $166B — up 8.4% from $153B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new MCD positions and 145 closed out — a net gain of 85 holders — while 1,383 added to existing stakes and 1,351 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $647M.

  • 3,414 institutional investors held McDonald's (MCD) as of Q1 2025, up from 3,386 in Q4 2024.
  • Funds reported $166B of McDonald's stock for Q1 2025, up 8.4% quarter-over-quarter.
  • 230 funds opened new McDonald's positions in Q1 2025 and 145 closed out, a net change of +85 holders.
  • The largest McDonald's buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $1.45B added.
  • The largest McDonald's seller in Q1 2025 was Wellington Management Group, an estimated $647M sold.

Based on aggregated 13F filings for Q1 2025.